Life Wealth Investments, LLC Simplify Exch Traded Fds Us Eq Transaction History

Life Wealth Investments, LLC

$351 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$32.52 - $44.71 $166,567 - $229,004	5,122 New	5,122 $229 Million

Others Institutions Holding SPUC

# of Institutions

13

Shares Held

1.99M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.63M
Shares

$80.9 Million
4.63% of portfolio
Commonwealth Equity Services, LLC

213K
Shares

$10.5 Million
0.01% of portfolio
Hilltop Holdings Inc. Dallas, TX

97.2K
Shares

$4.81 Million
0.27% of portfolio
Old Mission Capital LLC

31.3K
Shares

$1.55 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

5.27K
Shares

$260,657
0.0% of portfolio

About SIMPLIFY EXCH TRADED FDS US EQ

Ticker SPUC
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